Ridgewood Investments’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Sell |
19,196
-6,222
| -24% | -$151K | 0.2% | 119 |
|
|
2025
Q1 | $423K | Buy |
25,418
+1,144
| +5% | +$19.1K | 0.2% | 128 |
|
|
2024
Q4 | $545K | Hold |
24,274
| – | – | 0.26% | 101 |
|
|
2024
Q3 | $549K | Sell |
24,274
-3,503
| -13% | -$79.2K | 0.27% | 99 |
|
|
2024
Q2 | $452K | Buy |
27,777
+449
| +2% | +$7.3K | 0.23% | 117 |
|
|
2024
Q1 | $730K | Buy |
27,328
+6,186
| +29% | +$165K | 0.39% | 82 |
|
|
2023
Q4 | $864K | Buy |
+21,142
| New | +$864K | 0.51% | 66 |
|
|
2023
Q3 | – | Sell |
-1,902
| Closed | -$82.6K | – | 719 |
|
|
2023
Q2 | $82.6K | Hold |
1,902
| – | – | 0.05% | 260 |
|
|
2023
Q1 | $61.7K | Buy |
+1,902
| New | +$61.7K | 0.04% | 309 |
|